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lululemon athletica

976 hedge funds and large institutions have $29.3B invested in lululemon athletica in 2022 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 377 increasing their positions, 323 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.11B

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

17% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 323

1.4% more ownership

Funds ownership: 84.58%85.98% (+1.4%)

4% more capital invested

Capital invested by funds: $28.1B → $29.3B (+$1.23B)

0% more funds holding

Funds holding: 972976 (+4)

Holders
976
Holders Change
+4
Holders Change %
+0.41%
% of All Funds
16.81%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
100
Increased
377
Reduced
323
Closed
81
Calls
$2.07B
Puts
$1.11B
Net Calls
+$954M
Net Calls Change
+$547M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.13B -$23.7M -76,392 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.97B +$18.8M +60,752 +0.9%
BlackRock
3
BlackRock
New York
$1.93B +$81.9M +263,993 +4%
Jennison Associates
4
Jennison Associates
New York
$1.37B +$118M +379,707 +8%
WCM Investment Management
5
WCM Investment Management
California
$1.23B -$51.6M -166,455 -4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.18B -$617M -1,991,252 -32%
State Street
7
State Street
Massachusetts
$738M +$5.4M +17,419 +0.7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$732M -$5.08M -16,375 -0.6%
Artisan Partners
9
Artisan Partners
Wisconsin
$549M +$63.9M +205,995 +12%
American Century Companies
10
American Century Companies
Missouri
$444M +$21.5M +69,470 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$436M +$3.88M +12,506 +0.8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$410M +$38.1M +122,757 +9%
Capital World Investors
13
Capital World Investors
California
$363M -$471K -1,519 -0.1%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$337M +$25.1M +81,003 +7%
Morgan Stanley
15
Morgan Stanley
New York
$320M +$24.9M +80,315 +8%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$305M -$55M -177,509 -14%
Brown Advisory
17
Brown Advisory
Maryland
$297M -$13.3M -43,055 -4%
Marshall Wace
18
Marshall Wace
United Kingdom
$297M +$78M +251,546 +31%
Northern Trust
19
Northern Trust
Illinois
$269M -$5.49M -17,699 -2%
Bank of America
20
Bank of America
North Carolina
$249M +$33.3M +107,447 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$227M +$26.7M +86,207 +12%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$226M +$166M +533,977 +196%
JP Morgan Chase
23
JP Morgan Chase
New York
$223M -$12.2M -39,409 -5%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$218M -$17M -54,886 -7%
UBS AM
25
UBS AM
Illinois
$217M +$24.9M +80,212 +12%

LULU Hedge Fund Activity: Q3 2022 in Review

976 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q3 2022, worth a combined $29.3B — up 4.4% from $28.1B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new LULU positions and 81 closed out — a net gain of 19 holders — while 377 added to existing stakes and 323 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $166M. The largest seller was T. Rowe Price Associates, cutting an estimated $617M.

  • 976 institutional investors held lululemon athletica (LULU) as of Q3 2022, up from 972 in Q2 2022.
  • Funds reported $29.3B of lululemon athletica stock for Q3 2022, up 4.4% quarter-over-quarter.
  • 100 funds opened new lululemon athletica positions in Q3 2022 and 81 closed out, a net change of +19 holders.
  • The largest lululemon athletica buyer in Q3 2022 was VOYA Investment Management, an estimated $166M added.
  • The largest lululemon athletica seller in Q3 2022 was T. Rowe Price Associates, an estimated $617M sold.

Based on aggregated 13F filings for Q3 2022.